Overview of Stock Analysis In Marg ERP Software

Process of Stock Analysis In Marg ERP Software

Overview of Stock Analysis In Marg ERP Software

• The Stock Analysis report helps users perform effective order planning with detailed inventory insights.
• Users can identify near-expiry stock, dump stock, fast-moving, and slow-moving items for better stock control.
• It provides accurate current stock levels for improved inventory tracking.
• This report supports better purchasing decisions, reduces losses, and ensures efficient inventory management.

Process of Stock Analysis In Marg ERP Software

• Go to Stocks > Stock Analysis.

• The user will select companies as per the requirement.

Note: The user will press (+) key to select a single company or (*) key to select all companies.

Now discuss in detail regarding the option in the Stock Analysis :

a.Order Planning: The user will select this option if they need to generate an order for the distributor based on stock requirements.

b. Return Near Exp & Expired: The user will select this option if they need to generate a report of near expiry and expired items for return to the distributor/company.

c. Return Stock Movement: The user will select this option to identify slow-moving items, which can help in planning their return to the distributor or company.

d. Return Dump Stock (Not Sold): The user will select this option to view and return items that are not sold and are lying as dead stock.

e. Return Dump Stock (Batch): The user will select this option to return unsold or dead stock based on specific batch details.

f. Order Minimum/Maximum: The user will select this option to generate order planning based on minimum and maximum stock levels set for items.

Suppose the user select 'A'.

• The user can mention the number of days for which they want to generate the report.

• The user can select the item they want to reorder. When the item is clicked, the auto bill details of that item are displayed. The user can also export the report to Excel for further analysis.

• Click on 'Order'.

• Then, click on 'Save'.

• Press 'Esc' key.

• Select the party,then item will load in the purchase order automatically.
• Press 'Ctrl+W' key to save the bill.

After following the above steps, the user can easily perform a Stock Analysis in Marg ERP Software.